The October 9 agreement prompted Treasury to authorize Russian diesel transactions, including US imports, through April 7, 2027. Trump announced more than 300,000 metric tons immediately, 500,000 tons in November and 1 million tons afterward, with another 3 million tons dependent on Russia’s refinery conditions. Oil analyst Rory Johnston put the November volume at about 125,000 BPD, roughly a tenth of Russia’s usual exports when its refineries are not being hit by Ukrainian drones.
Trump declined Tuesday to say whether Russia had broken the energy ceasefire he announced Sunday. Asked about Russian attacks on six Ukrainian energy sites Monday, he replied, “Well, Ukraine hit many sites the day before.” Ukrainian President Volodymyr Zelensky said Tuesday that Kyiv had refrained from striking Russian energy facilities for two days while Russian attacks continued. Russian strikes on Ukrainian energy infrastructure rose 28% from the previous week, Ian Bremmer reported, citing ACLED data.